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HStepan
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Member since ‎Jan 9, 2023
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Haley Stepan

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HStepan
Participant
January 13, 2025
Reply to Creating lists from association labels
I can not find labels at all when I am trying to create a list. Can you show me where to look?
HStepan
Participant
May 10, 2024
Reply to make associations in playbooks
Yes that would be super helpful. For example our sales team uses playbook to let a different team know what needs to go into an engagement letter for...read more
HStepan
Participant
December 21, 2023
Reply to Linked Referral Sources to Deals - Just like Contacts
We need this. If the only way for right now is to add a contact as an association to the deal and add a referrer label to it, how can I make sure fut...read more
HStepan
Participant
December 20, 2023
Reply to Report on previous owner
karstenkoehler If I created my own custom "Previous record owner" field. How do I look up the previous deal owner value and store it in another ...read more
HStepan
Participant
December 01, 2023
Reply to Hourly Billing frequency
This is the main reason we dont use this tool. It this was an option we would use this part of hubspot
HStepan
Participant
July 03, 2023
Reply to Automate Workflow From Playbook Submission
This would be so useful! Please add this to your list
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